6. INVENTORY MANAGEMENT
Ensure the all products are ordered, tracked, received, and logged correctly and according to Bateel procedures
Scope:
Related Documents:
6.1 – 6.8
6.4 Stock transfer
Purpose:
To ensure accurate reporting on the items returned to the Warehouse, each transfer must be recorded in the system, with the correct Reason Code selected.
Types of stock transfers:
1. Return from Boutique/Cafe – Wrong Items Dispatched
2. Return from Boutique/Cafe – Short Dispatched
3. Return from Boutique/Cafe – Damaged from Delivery
4. Return from Boutique – Damaged from Display
5. Return from Boutique/Cafe – Shorter Shelf Life – items delivered from WH with less than 3 months shelf life
6. Return from Boutique/Cafe – Poor Product Quality
7. Wastage – Soon to Expire
8. Wastage – Rotation
9. Excess Stock
10. Safe Keeping – Seasonal Return
11. Transfer - Boutique to Boutique
12. Transfer - Boutique to Cafe
13. Transfer - Cafe to Boutique
14. Customer/corporate orders
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Stock transfer procedures:
Boutique to Boutique:
Identify the merchandise/products to be transferred.
Count the merchandise/products identified.
Create a new transfer in Navision and select the store code in the transfer to location.
Select the codes for the merchandise/products manually and add the quantities.
Physical quantity must match the quantity entered the system.
Transfer order to be posted in the system – select post and print.
Print out 2 copies of the system transfer.
Send one copy with the driver along with the physical merchandise/product stock and file the second copy with Transfer Order receiver signature.
Boutique to warehouse:
Identify the packaging/products to be transferred.
Count the packaging/products identified properly.
The “End of season” boxes need to be packed appropriately to maintain the perfect condition of the packaging/products.
Gift boxes need to be packed with OPP and the wooden/luxury boxes with bubble wrap.
The boxes need to be cleaned and free of stickers (Bateel sticker and price).
The Area/Operations manager must give their approval.
Create a new transfer in Navision and select the warehouse code in the transfer to location.
Select the codes for the packaging/products manually and add the quantities.
The physical quantity counted must match the quantity entered the system.
Transfer order (TO) to be posted in the system – select post and print.
Fill the return form with codes, description, quantities and clarify the reason for return.
Boxes need to be counted and checked by the driver.
Print out 2 copies of the Transfer Order, send one copy along with the return form, physical packaging/product and file the second copy with Transfer Order receiver signature (driver).
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Important Note:
Do not use the same return form for products and packaging.
Separate forms are to be used for soon to expire items, damaged and poor quality packaging/products. All extra/seasonal packaging must be in good condition, individually wrapped and arranged properly in the shipping cartons to avoid any damage during transport. All types of transfers must be supported with adequate documents, otherwise the transfer will not be accepted.
Steps
1. Open NAV
2. Choose My Transfers Out
3. Click on New
4. Once the new window is open, enter your location code then choose the location you would like to transfer the product/items to. 5. If the product/item is being transferred to the Warehouse, then you will choose location code 101.
6. You must choose the correct in transit code e.g. (IN TRANSIT - IN TRANSIT LOCATION)
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7. After entering the location, you will choose the items to be transferred.
8. You can choose to transfer the items/products either by code or description.
9. Once you have chosen the item/product, you must add the quantity in the quantity section.
10. You must add the valid reason for the transfer.
11. Reason codes for transfer to the WH are as follows:
1. RC001 Return from Boutique/Café – Wrong Item Dispatched
2. RC002 Return from Boutique/Cafe – Short Dispatched
3. RC003 Return from Boutique – Damaged from Display
4. RC004 Return from Boutique/Cafe – Shorter Shelf Life
5. RC005 Excess Stock
6. RC006 Return from Boutique/Cafe – Poor Product Quality
7. RC007 Wastage – Soon to Expire
8. RC008 Wastage – Rotation
9. RC009 Safe Keeping – Seasonal Return
10. RC010 Return from Boutique/Cafe – Damaged from Delivery
11. RC011 Return from Café – Transfer Order Correction
12. Reason codes for transfer from Boutique to Boutique/Café and Café to Boutique are as follow:
1. RC012 Transfers – Boutique to Boutique
2. RC013 Transfers – Boutique to Cafe
3. RC014 Transfers – Café to Boutique
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13. Once all the products/items are added with valid reason codes, you can proceed and post the transfer order.
Note: The system may occasionally ask to assign a lot number.
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